+210.3%
RSP vs BBWI
-48.2%
+258.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.1% | -0.4% |
| 7D | +1.8% | -4.5% | +6.3% | +2.6% |
| 30D | +3.5% | +17.1% | -13.6% | +0.5% |
| 3M | +0.2% | +17.5% | -17.3% | -3.2% |
| 6M | +9.1% | +12.8% | -3.7% | +5.4% |
| YTD | +16.6% | +8.2% | +8.4% | +12.4% |
| 1Y | +17.9% | -1.8% | +19.7% | +14.6% |
| 3Y | +64.6% | -25.8% | +90.4% | +62.3% |
| 5Y | +48.4% | -68.0% | +116.4% | +65.0% |
| All | +210.3% | -48.2% | +258.5% | +156.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling